Valuations Senior Consultant jobs in United States
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Plante Moran · 2 months ago

Valuations Senior Consultant

Plante Moran is a leading audit, tax, consulting, and wealth management firm that emphasizes a supportive culture for professional growth. The Senior Consultant in the Valuation practice will focus on valuation engagements, including business and intangible asset valuations, while conducting financial analysis and preparing detailed reports for clients.

AccountingConsultingFinancial ServicesInsuranceTax ConsultingWealth Management
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Growth Opportunities
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Responsibilities

Integral part of the project engagement teams to deliver clients the valuation of businesses and intangible assets in the context of mergers and acquisitions, financial reporting, tax and regulatory reporting, restructuring, and management planning
Prepare business valuation related research, analysis and modeling
Prepare valuation reports from start to finish and communicate conclusions to clients
Assist with the preparation of financial and operational assessments
Development and review of financial forecasts
Support the Assurance team for auditing the third-party valuation report
Analyze financial statements, including inventory turns, significant spending, variance to budget analysis, capital turns, etc
Participate in client meeting visits while interacting with top-level management to acquire and assess important information for financial analysis
Assist in preparing proposals and engagement letters
Interact with other practice areas including but not limited to audit, tax, and other management consulting service groups
Participate in "non-proposal" practice development activities
Assist in billing activities
Effectively execute individual project tasks, with focus on overall project objectives

Qualification

Valuation experienceFinancial modelingFinancial analysisCA/CPA/CFA certificationBusiness valuation designationGeneral business knowledgeTechnology skillsWritten communicationVerbal communicationOrganizational skillsTeamworkSelf-starterAttention to detail

Required

Bachelors' Degree in accounting, economics, finance, business or related field is required
2-4 years of direct business valuation experience in a public accounting firm or valuation advisory firm
Excellent written and verbal communication skills and the ability to work well in a team and/or independently
Organizational skills and ability to meet project deadlines while maintaining attention to detail and quality in a fast-paced environment
Ability to exercise good judgment within broadly-defined procedures and practices to determine appropriate action
General business knowledge and experience in working with clients and managing multiple projects
Self-starter; ability to work under minimal supervision
Technology skills required to work with firm systems, including: Microsoft Outlook, Microsoft Word, Excel and Power Point
Identify uses of technology to improve client deliverables and/or assessment efficiency

Preferred

CA/CPA/CFA is preferred
Valuation or relevant designation (e.g., ASA, CFA, ABV, etc.) is preferred but not required
Candidates with real estate valuation experience will preferred

Benefits

Health
Dental
Vision
Disability
Life insurance
Flexible Time Off
401(k) plan
Flexible benefits plans
Business-related travel expense
Lodging
Meal reimbursement for business-related use
Pension plan
Discretionary bonus plan
Limited paid sick time

Company

Plante Moran

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Plante Moran is an accounting and business advisory firm that offers audit, accounting, tax, and business advisory consulting services.

Funding

Current Stage
Late Stage

Leadership Team

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Gordon Krater
Retired Partner
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Steve Schenbeck
Partner
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